Affinity Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History

Affinity Wealth Management LLC

  • $616 Million
  • Q3 2025

A detailed history of Affinity Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Affinity Wealth Management LLC holds 1,711 shares of DSI stock, worth $216,937. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,711
Previous 3,133 45.39%
Holding current value
$216,937
Previous $363,000 40.77%
% of portfolio
0.03%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$115.96 - $125.95 $164,895 - $179,100
-1,422 Reduced 45.39%
1,711 $215,000
Q4 2022

Feb 09, 2023
BUY
$66.36 - $76.94 $207,905 - $241,053
3,133 New
3,133 $224,000
Q4 2020

Feb 12, 2021
BUY
$62.23 - $71.54 $184,200 - $211,758
2,960 New
2,960 $215,000
Q1 2019

May 10, 2019
SELL
N/A
-2,367 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
2,367
2,367 $211,000

Others Institutions Holding DSI

# of Institutions
642
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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